|Expense Ratio (net)||0.15%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Above Average|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Dec 11, 1986|
Because of their ultralow costs and broad diversification, various Vanguard funds featured heavily in my previous model bucket portfolios, both the original series as well as the ETF and tax-efficient series that came later. In part, that's because these portfolios are designed for tax-deferred accounts, so managing for tax efficiency--a big benefit of equity index funds and ETFs--is not valuable here.
E*TRADE is the only major online broker to offer Vanguard mutual funds within its no-load, no-transaction-fee program
Bear markets are always painful. The enormous crash we saw during the Great Financial Crisis could possibly be the worst one we see in a generation. The next bear market could be even more painful for many investors, even if it’s not of the same order of magnitude as the last crash.
The S&P 500 index fund is help up to be a great low-cost option for investors who want something simple. But investors need to diversify so what's a bond equivalent?